SignatureFD’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $109K | Buy |
1,299
+229
| +21% | +$18.8K | ﹤0.01% | 1311 |
|
|
2025
Q4 | $98K | Sell |
1,070
-159
| -13% | -$15.2K | ﹤0.01% | 1332 |
|
|
2025
Q3 | $116K | Sell |
1,229
-57
| -4% | -$5.36K | ﹤0.01% | 1224 |
|
|
2025
Q2 | $135K | Buy |
1,286
+222
| +21% | +$21K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $94K | Sell |
1,064
-96
| -8% | -$9.85K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $111K | Sell |
1,160
-173
| -13% | -$16.1K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $109K | Sell |
1,333
-454
| -25% | -$35K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $154K | Buy |
1,787
+679
| +61% | +$54.9K | ﹤0.01% | 942 |
|
|
2024
Q1 | $90.4K | Buy |
1,108
+132
| +14% | +$10.3K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $64.7K | Buy |
976
+101
| +12% | +$7K | ﹤0.01% | 1345 |
|
|
2023
Q3 | $63.9K | Buy |
875
+44
| +5% | +$2.97K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $52.5K | Sell |
831
-281
| -25% | -$16.3K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $65.3K | Buy |
1,112
+4
| +0.4% | +$243 | ﹤0.01% | 1251 |
|
|
2022
Q4 | $68.3K | Sell |
1,108
-126
| -10% | -$8.47K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $83K | Sell |
1,234
-11
| -0.9% | -$696 | ﹤0.01% | 1043 |
|
|
2022
Q2 | $76K | Buy |
1,245
+291
| +31% | +$18.6K | ﹤0.01% | 1103 |
|
|
2022
Q1 | $64K | Buy |
954
+293
| +44% | +$15.8K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $29K | Hold |
661
| – | – | ﹤0.01% | 1601 |
|
|
2021
Q3 | $43K | Sell |
661
-7
| -1% | -$486 | ﹤0.01% | 1388 |
|
|
2021
Q2 | $54K | Buy |
668
+45
| +7% | +$3.43K | ﹤0.01% | 1233 |
|
|
2021
Q1 | $42K | Buy |
623
+32
| +5% | +$2.51K | ﹤0.01% | 1250 |
|
|
2020
Q4 | $41K | Sell |
591
-14
| -2% | -$871 | ﹤0.01% | 1166 |
|
|
2020
Q3 | $31K | Sell |
605
-153
| -20% | -$8.4K | ﹤0.01% | 1183 |
|
|
2020
Q2 | $44K | Buy |
758
+32
| +4% | +$1.77K | ﹤0.01% | 1006 |
|
|
2020
Q1 | $37K | Hold |
726
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q4 | $54K | Sell |
726
-60
| -8% | -$3.74K | ﹤0.01% | 943 |
|
|
2019
Q3 | $45K | Sell |
786
-91
| -10% | -$6.04K | ﹤0.01% | 961 |
|
|
2019
Q2 | $57K | Buy |
877
+74
| +9% | +$5.15K | ﹤0.01% | 853 |
|
|
2019
Q1 | $59K | Buy |
803
+157
| +24% | +$11K | 0.01% | 818 |
|
|
2018
Q4 | $39K | Sell |
646
-99
| -13% | -$7.98K | ﹤0.01% | 923 |
|
|
2018
Q3 | $70K | Hold |
745
| – | – | 0.01% | 765 |
|
|
2018
Q2 | $56K | Sell |
745
-55
| -7% | -$3.95K | 0.01% | 820 |
|
|
2018
Q1 | $48K | Buy |
+800
| New | +$43.3K | 0.01% | 753 |
|
Other funds holding HQY
WA
VPM
VCM
SignatureFD's HQY Position: Q1 2026 in Review
SignatureFD increased its HealthEquity (HQY) stake by 21% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,299 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.
SignatureFD first reported a position in HQY in Q1 2018 and has held it in 33 quarters since. The position peaked at $154K in Q2 2024. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.
- SignatureFD held 1,299 shares of HealthEquity worth $109K as of Q1 2026.
- SignatureFD bought 229 HealthEquity shares in Q1 2026, an estimated $18.8K.
- HealthEquity made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1311 holding.
- SignatureFD first reported a position in HealthEquity in Q1 2018 and has held it in 33 quarters since.
- SignatureFD's HealthEquity position peaked at $154K in Q2 2024.
- 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.
Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.